Create KPI Dashboards

Summary

KPI dashboards are customizable, real-time reports that allow users to view status and performance data from assets and processes.

With KPI dashboards, users can rapidly identify disruptions and inefficiencies. Users can also view historical data by selecting the appropriate date range.

Users can set up a KPI dashboard with a few simple steps that we will go through in this article.

KPI Dashboard Overview

Create a KPI Dashboard

Go to Settings → Dashboards → Create → KPI Dashboard

Add and Configure Tiles

Tiles are all the boxes you can add to the dashboard:

Meter

Gauge

Graphs

Summary Bar Graph
Time-Series Bar Graph
Time-Series Line Graph

Control (Set up Dashboard Entry Tiles )

Button
Slider
Toggle

Tables

Embedded Report
Interactive Report
Map
Table

Text & Values

Single Value
Text

Tile Type	Description and Example
Gauge	Gauges are used to show a color value relative to its' low and/or high threshold alarms (not linked to actual alarms set up in the Cloud).
Summary Bar Graph	Summary Bar Graphs show values based on a set time interval. Ex: By day or hour.
Time Series Bar Graph	Time Series Bar Graphs show the Text value of input(s) over time. Ex: On/Off or Running/Not Running or In Alarm / Not in Alarm.
Time Series Line Graph	Time Series Line Graphs show the Actual value of input(s) over time. Ex: Temp, Pressure, Humidity.
Button, Slider, Toggle	See our Control article: Set up Dashboard Entry Tiles
Embedded Report	Once you set up Reports, you can add it to dashboards. See our Reports chapter: Set up Reports
Interactive Report	An interactive report can be used to create operations overview dashboards, an interactive, real-time view into the critical metrics that are actionable for your business. Learn more in this article: Create Operations Overview Dashboards / Interactive Reports
Map	Once you set up lat/long coordinates for Assets in Asset Details, you can visualize the Map view in Dashboards: Set up Assets with the Asset Tree and Asset Labels
Table	You can add tables to visualize data in table format:
Single Value	Single value tiles show an input’s current value. Warning / Alert Threshold Colors You can set color thresholds (not tied to actual alerts configured). Orange means warning Red means in alarm Sparkline If selected, this shows a line under the Value that represents the data input value over the selected time range. Sparkline time range options - 15min, 30min, 45min, 1 hour Meter with Thresholds To add a meter with color thresholds on the Single Value tile, select the Max Value:
Text Value	Text value tile lets you write in custom text to display on dashboards. For example, instructions to the dashboard users or notes.